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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Brandes Emerging Markets Value I (BEMIX - Free Report) . BEMIX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. This fund is a winner, boasting an expense ratio of 1.11%, management fee of 0.95%, and a five-year annualized return track record of 13.77%.
SA US Value Fund (SABTX). Expense ratio: 0.74%. Management fee: 0.5%. SABTX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. This fund has managed to produce a robust 11.92% over the last five years.
Columbia Seligman Global Technology A (SHGTX). Expense ratio: 1.25%. Management fee: 0.91%. Five year annual return: 22.76%. With a much more diversified approach, SHGTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
View the Zacks #1 Rank List
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Make the Most of Your Retirement with These Top-Ranked Mutual Funds
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Brandes Emerging Markets Value I (BEMIX - Free Report) . BEMIX is a Non US - Equity fund. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels. This fund is a winner, boasting an expense ratio of 1.11%, management fee of 0.95%, and a five-year annualized return track record of 13.77%.
SA US Value Fund (SABTX). Expense ratio: 0.74%. Management fee: 0.5%. SABTX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. This fund has managed to produce a robust 11.92% over the last five years.
Columbia Seligman Global Technology A (SHGTX). Expense ratio: 1.25%. Management fee: 0.91%. Five year annual return: 22.76%. With a much more diversified approach, SHGTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.